See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,417 | $104,664+49.4% | $85,682+82.6% | $167,490-6.6% |
| Participation rate | 58.3% | 76.4%-18.0pp | 69.9%-11.5pp | 82.1%-23.8pp |
| Annual return | 19.24% | 21.45%-2.2pp | 21.49%-2.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $4,071 | $3,337+22.0% | $2,618+55.5% | $4,837-15.9% |
| Participant deferral / active EE | $17,907 | $4,824+271.2% | $3,923+356.5% | $6,341+182.4% |
| Admin fee / account holder | $17,411 | $10,032+73.6% | $6,873+153.3% | $12,309+41.5% |